There are a number of data extracts available from within your payroll file which can be exported as both CSV and Excel files.
A short video on this setup can be found here.
To download data extracts from within your payroll file, navigate to the Payroll settings > Data extracts page. Then, select the data type you want to export:
The following sets of data are able to be exported:
Chart of accounts configuration
- For users with multiple sets of location specific accounts, if they need to change a particular account, it can be difficult to find all the places that an account is used.
- The 'Export' feature adds an excel spreadsheet export so that the user can see which accounts are used across the whole Chart of Accounts.
Deduction categories
- Will include all active deduction categories within the business
- The export includes all configuration settings
Employee data
- Template with employee data - pre-populated extract with all the existing employee data included
- Template with employee data (including terminated employees) - pre-populated extract with all the existing employee data included with terminated employees
- Empty template - blank template with header values only
Employee deductions
- Will include all active employee deductions
- The export includes all configuration settings as found on the specific deduction pay run inclusion page within the employee file.
Employee expense categories
- Will include all active deduction categories within the business
- The export includes all configuration settings
Employee group members
- All employee groups - lists all employee groups with the employees in each group
- All employee groups (plus employees with no group) - lists all employees groups with the employees in each group and employees that are not currently assigned to any groups
Employee qualifications
- Template with employee data - pre-populated extract with all the existing employee qualifications included
- Template with employee data (including terminated employees) - pre-populated extract with all the existing employee qualifications included with terminated employees
- Empty template - blank template with header values only
Employee reportable fringe benefits
- You'll need to select the relevant the financial year that relates to the fringe benefits
Employer liability categories
- Will include all active employer liability categories within the business
- The export includes all configuration settings
Journal accounts
- Will include all active journal accounts within the business
- Includes account name/account type
Locations
- Download a complete list of all locations for the business
Opening balances
- Template with employee data - pre-populated extract with all the existing employee data included
- Template with employee data (including terminated employees) - pre-populated extract with all the existing employee data included with terminated employees
- Empty template - blank template with header values only
- Template with employee data - pre-populated extract with all the existing employee data included
Pay categories
- Download a complete list of all pay category data for the business
Pay rate templates
- Download all pay rate templates for the current business
User access permissions
- Will include all active users within the business
- Includes all configuration settings relating to each user
Next, select the file format:
- CSV - can be opened in excel or any text editor
- Excel - file will be downloaded in a native excel format
- Click the "Download" button to download your data extract